Position in XYZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,090,608
+$325,649 QoQ
Shares Held
27,508
-6.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#382
of 1,079 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Third View Private Wealth, LLC holds $48,620,492 across 8 Software - Infrastructure names. XYZ ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,393 | $29,988,196 | |
| 2 | ORCL |
Oracle Corp
|
81,709 | $11,974,453 | |
| 3 | XYZ |
Block, Inc.
This page
|
27,508 | $2,090,608 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,621 | $1,575,853 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
13,184 | $1,538,177 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,208 | $629,972 | |
| 7 | TOST |
Toast, Inc.
|
17,646 | $490,911 | |
| 8 | SNPS |
Synopsys Inc
|
745 | $332,322 |
All Filings in XYZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,608 | 27,508 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,764,959 | 29,328 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,812,561 | 27,847 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||